TPG Inc (TPG)
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · TPG
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
and Exhibits 99.1 and 99.2 incorporated in this Form 8-K shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information or Exhibits 99.1 and 99.2 be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
Chief Financial Officer — Axel André: TPG Inc. appointed Axel André as Chief Financial Officer, effective July 27, 2026.
and Exhibits 99.1 and 99.2 incorporated in this Form 8-K shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information or Exhibits 99.1 and 99.2 be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
Director — Admiral William H. McRaven: Admiral William H. McRaven was appointed as an independent director to the board.
Entry into a Material Definitive Agreement. The information required by this
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On February 26, 2026, TPG Inc. (the “Company”), TPG Operating Group I, L.P., TPG Operating Group III, L.P. and TPG Holdings II Sub, L.P., each indirect subsidiaries of the Company (together with the Company, the “Guarantors”), and TPG Operating Group II, L.P., an indirect subsidiary of the Company (the “Issuer”), completed an offering of $500,000,000 aggregate principal amount of…
and Exhibits 99.1 and 99.2 incorporated in this Form 8-K shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information or Exhibits 99.1 and 99.2 be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
Unregistered Sales of Equity Securities. On January 6, 2026, TPG Inc. (“TPG” or the “Company”) announced that it and its affiliate, TPG Operating Group II, L.P. (“TPG Operating Group”), entered into a definitive agreement (the “Investment Agreement”) providing for a long-term, strategic investment management partnership (the “Transaction”) with Jackson Financial Inc. (“Jackson”) whereby one or more TPG affiliates will serve as the investment manager for select general account assets of subsid…
Regulation FD Disclosure. On January 6, 2026, TPG issued a press release announcing, among other things, the parties’ entry into the strategic partnership, subject to the Closing. The press release is furnished as Exhibit 99.1 to this report. On January 6, 2026, TPG posted an investor presentation regarding the Transaction to its website, https://www.tpg.com. The presentation is furnished as Exhibit 99.2 to this report. As provided in General Instruction B.2 of Form 8-K, the information in th…
Other Events. Pursuant to the Investment Agreement, Jackson is subject to certain restrictions on its ability to dispose of the Class A Shares it receives in the Transaction, including a prohibition on any sales during the two-year period following Closing and thereafter (i) a requirement to hold at least $150 million in Class A Shares through the fifth anniversary of Closing, (ii) a provision limiting sales of Class A Shares during any six-month period to no more than 0.2% of the number of C…
The filing describes a special equity award for the CEO, not a management change.
and Exhibits 99.1 and 99.2 incorporated in this Form 8-K shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information or Exhibits 99.1 and 99.2 be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information required by this
Entry into a Material Definitive Agreement. The information required by this
Other Events. On August 14, 2025, TPG Inc. (the “Company”), TPG Operating Group I, L.P., TPG Operating Group III, L.P. and TPG Holdings II Sub, L.P., each indirect subsidiaries of the Company (together with the Company, the “Guarantors”), and TPG Operating Group II, L.P., an indirect subsidiary of the Company (the “Issuer”), completed an offering of $500,000,000 aggregate principal amount of its 5.375% Senior Notes due 2036 (the “Notes”), pursuant to an underwriting agreement, dated August 11…
and Exhibits 99.1 and 99.2 incorporated in this Form 8-K shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information or Exhibits 99.1 and 99.2 be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
James Coulter: The filing describes a compensatory arrangement for the Founder and Chairman, James Coulter.
Other Events. On July 1, 2025, TPG Inc. (the “Company”) filed a prospectus supplement to the Company’s existing effective shelf registration statement on Form S-3 (File No. 333-277340) registering the resale by the selling stockholder named therein of up to 2,913,939 shares of the Company’s Class A common stock, par value $0.001 per share (the “Class A Shares”), under the Securities Act of 1933, as amended. The Company will not receive any proceeds from the sale of the Class A Shares by the s…
Other Events. On May 20, 2025, TPG Inc. (the “Company”), TPG OpCo Holdings, L.P. and TPG Operating Group II, L.P entered into an underwriting agreement (the “Underwriting Agreement”) with J.P. Morgan Securities LLC (the “Underwriter”) and DB Holdings I, L.P., a vehicle controlled by, and for the benefit of, the estate of David Bonderman (the “Selling Stockholder”), pursuant to which the Selling Stockholder agreed to sell 21,000,000 shares (the “Shares”) of the Company’s Class A common stock,…
and Exhibits 99.1 and 99.2 incorporated in this Form 8-K shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information or Exhibits 99.1 and 99.2 be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
Unregistered Sales of Equity Securities On May 3, 2025, TPG Inc. (“TPG” or the “Company”) and certain of its affiliated entities entered into a definitive agreement (the “Transaction Agreement”) with Peppertree Capital Management, Inc. (“Peppertree”) and certain affiliated entities and equityholders thereof (together with Peppertree, the “Peppertree Parties”), pursuant to which TPG will acquire the Peppertree business in a cash and equity transaction (the “Transaction”), with approximately $6…
Entry into a Material Definitive Agreement. The information required by this
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On May 1, 2025, TPG Operating Group II, L.P. (“TPG Operating Group II”), TPG Operating Group I, L.P. (“TPG Operating Group I”), TPG Holdings II Sub, L.P. (“Holdings II Sub”) and TPG Operating Group III, L.P. (“TPG Operating Group III”, and together with TPG Operating Group II, TPG Operating Group I and Holdings II Sub, the “Co-Borrowers”), each as co-borrowers, entered into an am…
and Exhibits 99.1 and 99.2 incorporated in this Form 8-K shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information or Exhibits 99.1 and 99.2 be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
Director — Kathy Elsesser: Kathy Elsesser was appointed as an independent director and will serve on the Audit Committee and Compensation Committee.
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